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Schedule B - What Could Go Wrong


Sooner or later you will look at a Schedule B and wonder what the heck your client invested in. I have marked up a schedule B highlighting typical pitfalls you can help your clients avoid. Just click on the yellow bubble for commentary.

Please click here to view the document: 1040 Schedule B

 

Julian Schubach is an Investment Advisor Representative of Nosuris, Inc., a New York State Registered Investment Advisory. Investment Advisory Services are offered through Nosuris, Inc., a NYS Registered Investment Advisory. Please visit www.Nosuris.com for additional disclosures. Check the background of this firm on FINRA’s BrokerCheck.

©2016 by Julian Schubach